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Mark Thomas Hendrix

Joule Financial, LLC

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About Mark Thomas Hendrix

Mark Hendrix is an Investment Advisor Representative at Joule Financial, LLC. Mark has over 20 years of experience in the financial services industry. He holds a Series 6, 63, and 65 license. Mark's experience includes working with individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Mark specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Mark Hendrix is currently registered with Joule Financial, LLC. Joule Financial, LLC is an investment advisor based in Lexington, Kentucky. With over $331 million in assets under management, the firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. The firm has 5 investment adviser representatives and 1 licensed agent.
Joule Financial, LLC

1216 S. BROADWAY

LEXINGTON, KY 40504

$331.99M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Hendrix’s Registration & Firm History

KY

06/16/2022 - Present

Joule Financial, LLC (LEXINGTON KY)

FL

07/02/2004 - 02/15/2006

KOVACK SECURITIES INC. (FT. LAUDERDALE FL)

OH

12/18/1998 - 06/28/2004

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/25/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark Thomas Hendrix. Review regulatory record here.
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